Bonds

Bonds

  • Bonds

    The Bulls Also Have Christmas In The Bond Market

    January 05, 1992 BY The Leuthold Research Team

    In November, long and short rates did not move together, but in December they sure did.

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  • Bonds

    Bond Market Summary

    December 05, 1991 BY Steve Leuthold

    The long bond market edged to a marginal new high in mid-November but sagged in the last half of the month. On the other hand, short rates fell sharply. Once again it has been demonstrated that long and short rates do not have to move together.

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  • Bonds

    Bond Market Summary

    November 05, 1991 BY Steve Leuthold

    Even though higher quality long bonds stalled in October, short rates continued to decline in anticipation of yet another cut in the discount rate. Once again it has been demonstrated that long and short rates do not have to move together.

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  • Bonds

    Bond Market Summary

    October 05, 1991 BY Steve Leuthold

    The bond market parted company with the stock market in September, extending its July-August advance while the stock market backed and filled. Only junk bonds were a mixed bag, as all other fixed income sectors moved up in tandem.

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  • Bonds

    Bond Market Summary

    September 05, 1991 BY Steve Leuthold

    August was a good month for bonds. Long treasuries recorded net gains of three points or more, with yields falling 30 basis points. T-bonds are now back up to where we sold them in January and February 1991.

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  • Bonds

    Bond Market Summary

    August 05, 1991 BY Steve Leuthold

    In July, the bond market gained back about what it had lost in June. After a quick sell off following Independence Day, prices moved erratically higher for the remainder of the month.

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  • Bonds

    Bond Market Summary

    July 05, 1991 BY Steve Leuthold

    The first half of June was almost all downhill for the bond market. The remainder of the month was spent moving sideways, with a blast upward on the last day of the month. It was a mini flee to quality.

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  • Bonds

    Bond Market Summary

    June 05, 1991 BY Steve Leuthold

    In early May, the bond market was hit hard by a post Treasury financing sell off. It spent the rest of the month recovering.

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  • Bonds

    Bond Market Summary

    May 05, 1991 BY Steve Leuthold

    For the month of April, higher quality long bonds turned in small fractional gains. The economic tea leaves were mixed, inflation numbers were good, the dollar held up and short term rates came down. However, a big pick up in new fixed income offerings seemed to satisfy investor demand.

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  • Bonds

    The Dollar, the D Mark and German Bunds

    April 01, 1991 BY Steve Leuthold

    This month, the Conventional Asset Allocation Model has added to its holdings of German government bunds, taking them up to 18% of the model’s assets. Normally this would be a subject for this publication’s “Foreign Investments” section. However, the considerations involved in making this investment decision should be of broader client interest.

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